Advisory M&A News – 12/4/23

Creative Planning Announces Acquisition of Daniels + Tansey

Creative Planning LLC announced the acquisition of Daniels + Tansey LLP. Based in Delaware, Daniels + Tansey specializes in integrated financial advisory, tax services and investment management for individuals, families and small businesses across the wealth spectrum.

“We are delighted to extend a warm welcome to the accomplished team at Daniels + Tansey as they become part of the Creative Planning family,” Peter Mallouk, CEO of Creative Planning, said in a statement. “Their team of industry experts is dedicated to delivering comprehensive wealth solutions with a personal touch.”

As of July 1, Creative Planning’s combined assets under management exceeded $245 billion. In addition, Citywire has recognized Daniels + Tansey as the fastest-growing registered investment adviser in Delaware.

“We’re excited about what our partnership with Creative Planning brings to our business and especially our clients,” Chris Daniels, managing director of Daniel + Tansey, said in a statement. “By combining a comprehensive national platform with our 40-year relationship with the community, we are now able to offer the Delaware Valley’s premier, full-service tailored wealth management experience.”

Perigon Wealth Management Welcomes Wealth Advisors Inc. of Nevada

Perigon Wealth Management LLC has acquired Wealth Advisors Inc., an RIA with more than $275 million assets under management. Paul Drolson, Wealth Advisors’ founder and president, will become a partner in Perigon.

“Paul and his team exemplify the kind of professionals who can thrive as a part of the Perigon Wealth family, and we look forward to ensuring they are well-positioned to deliver the highest level of service their clients demand,” Arthur Ambarik, Perigon’s CEO, said in a statement.

The transaction extends Perigon’s footprint into Nevada and grows the firm’s California presence with an office in San Diego County. Drolson founded Wealth Advisors in 2003 to serve high-net-worth individuals, families and small businesses. He joins Perigon with his team of four advisers and support staff.

“I am excited to join Art and the Perigon team as they bring the technology, solutions and capital to the table that enables us to deliver an exceptional client experience catered to the specific needs of our clients,” Drolson said in a statement.

Advisers Medelberg, Koziatek Join UBS

UBS Wealth Management USA announced that Charlie Medelberg and Stacey Koziatek, part of the Medelberg Group, have joined the firm as financial advisers.

“On behalf of UBS, we’re excited to welcome Charlie and Stacey to the firm,” Michael Mimick, an executive in the Midwest market at UBS Wealth Management USA, said in a statement. “We look forward to having them help us continue to expand our client offering in this key market.”

They will be located in the Chesterfield, Missouri, office, reporting to Gary Wideman, UBS’s market director for St Louis-Chesterfield. Together, Medelberg and Koziatek manage $275 million in client assets and have more than 60 years of experience advising high-net-worth individuals, families and business owners.

“Charlie and Stacey are talented and experienced advisors, dedicated to providing their clients with best-in-class advice and service,” said Wideman in a statement. “Leveraging our unique suite of high-net-worth capabilities at UBS, I have no doubt they will be able to successfully deliver the full power of UBS to their clients for years to come.”